Assistant Relationship ManagerNew!

• Support client and trustee engagements for assigned umbrella funds, including meetings and packs.
• Maintain regular client contact and updates on administrative issues.
• Prepare quarterly scheme reports, AGM packs, investment summaries and statutory returns.
• Keep audit-ready scheme files properly archived and accessible.
• Coordinate client audits and regulatory inspections.
• Track statutory submissions such as RBA filings and KRA approvals.
• Maintain compliance checklists and prepare regulatory correspondence.
• Liaise with administration, fund accounting, legal and compliance teams.

Qualifications & Experience:

• Bachelor's degree in Business Administration, Finance, Economics, Actuarial Science or a related field.
• Certified Pension Manager qualification or a Diploma in Insurance.
• At least 4 years of experience in a related role.

Skills & Competencies:

• Pension scheme administration.
• Compliance tracking and governance support.
• Report preparation and documentation.
• Attention to detail and organisation.
• Internal coordination and communication.